personal banking advisor

Lake Michigan Credit Union

<div><div>General Information:
Primary Location: Lakeland Branch - 439 S Florida Ave, Lakeland, FL 33801
Employee Status: Full-Time
Workplace Type: Fully On-Site
Who we are:
At LMCU, you'll find more than just a job - discover a fulfilling career where your contributions truly matter. Join our talented team at Lake Michigan Credit Union and discover the difference an employer who puts people first can make in your career and life.
About this position:
LMCU is looking for a Personal Banking Advisor who will serve as a financial consultant and advocate for LMCU's members including both new and existing consumer and business clients. This role focuses on meeting members' financial needs by providing expert guidance, actively cross-selling LMCU products, and delivering exceptional service. Personal Banking Advisors are responsible for setting up new accounts, processing loans, and assisting with a variety of financial products while building long-term relationships with members to help all members achieve their dreams for a lifetime. The role requires strong consultative skills, a commitment to service excellence, and the ability to meet individual and branch goals. This role requires excellent attention to detail, superior verbal and written communication skills and the ability to provide solutions through exceptional critical thinking abilities. 
What you&rsquo;ll do:
Member Experience<ul><li>
Promote strong member interactions by establishing trust and rapport with members, ensuring a personalized and consultative approach to addressing their financial needs.</li><li>
Educate and inform members on LMCU products and services that meet their financial goals, identifying opportunities to cross-sell relevant products, such as loans, credit cards, second mortgages, and other banking services.</li><li>
Demonstrate critical thinking and problem-solving skills to identify solutions that meet members' needs while mitigating risks to both LMCU and its members.</li><li>
Build relationships with members, ensuring high-quality service that encourages member retention and satisfaction.</li><li>
Resolve conflicts and de-escalate unfavorable situations, maintaining a high level of professionalism, empathy, and care in every interaction.</li><li>
Self-manage prioritization and organization of tasks, ensuring timely follow-ups and ensuring accuracy in all dealings with members.</li><li>
Ensure compliance with LMCU&rsquo;s policies and regulatory requirements when processing financial transactions, managing sensitive member data, and maintaining security standards.</li></ul>
Product Promotion/Growth<ul><li>
Consult with both consumer and business members, demonstrating the ability to accurately process new consumer accounts, loans, credit cards, second mortgages, HSA or IRA accounts, and business account products.</li><li>
Actively contribute to branch goals by meeting individual sales and customer service targets, promoting LMCU products that meet the financial needs of members.</li><li>
Represent LMCU in the community by participating in sponsored events or on-site business employer group sessions, building brand awareness and promoting LMCU services.</li><li>
Identify opportunities to refer members to other LMCU departments, such as Mortgage, Wealth, Premier, Insurance, Treasury, and Commercial services, to enhance member satisfaction and branch growth.</li></ul>
Leadership &amp; Development<ul><li>
Mentor and coach peers recognizing opportunities to share best practices for referrals, product knowledge, and sales techniques.</li><li>
Actively participate in LMCU projects, initiatives, and culture, promoting core values such as PRIDE, I AM LMCU, and upholding LMCU&rsquo;s service standards.</li><li>
Adapt to changing branch needs, maintaining composure and effectiveness in a dynamic work environment, and contributing to problem-solving when faced with new challenges.</li><li>
Assist in various aspects of branch operations as needed, including processing transactions, handling vault responsibilities, and taking on supervisor duties during Saturday shifts or other peak times.</li></ul> 
What you&rsquo;ll bring:
<ul><li>Three years to five years of similar or related experience, including preparatory experience.</li><li>
High school diploma or equivalent (required), with additional coursework or banking experience preferred.</li><li>
Michigan Resident Producer Credit Insurance License required for all Michigan-based employees. External candidates without current licensure must successfully complete the licensing examination and provide proof of certification within 90 days of hire.</li><li>
Ability to become registered through NMLS and achieve notary certification through the county.</li><li>
Strong interpersonal and communication skills to effectively engage with members and provide personalized financial solutions.</li><li>
In-depth knowledge of LMCU products and services, with the ability to process consumer and business accounts and loans accurately.</li><li>
Proven ability to meet sales targets and contribute to branch goals in a results-driven environment.</li><li>
Exceptional problem-solving and conflict resolution skills, with the ability to handle challenging situations calmly and professionally.</li><li>
Adaptability and a flexible approach to meeting changing needs and demands in the branch.</li></ul>
What you&rsquo;ll get:
<ul><li>All Employees: weekly pay and retirement savings options.</li><li>
Full Time Employees: comprehensive health coverage including medical (with prescription), dental, vision, HSA match, paid parental leave, and tuition reimbursement.
</li><li>To see a full list of our benefit offerings, check out this helpful guide!
</li></ul>Have additional questions about the role? Email the Talent Acquisition Team at: Careers@lmcu.org.
If you lack access to the internet or require an accommodation in the application process, please send your resume via mail to 5664 Prairie Creek Drive, Caledonia, MI 49316.</div>
LMCU is an Equal Opportunity Employer</div>

Personal Banking Advisor - Lakeland, FL

Arbor Financial Credit Union

Personal Banker Benefit Highlights Paid vacation, personal, sick, holiday, volunteer &amp; birthday time off 401(k) with 6% match and 4% profit-sharing contribution Loan and mortgage discounts + higher rates for savings products Employee Assistance Program to prioritize your wellbeing Schedules that work around student classes Incentive bonus based on performance of the organization Starting Wage: $19.00/ hour, based on experience Location: Caledonia, MI About The Role As a part-time Personal Banker, you&rsquo;ll serve as a trusted advisor, delivering friendly, expert service and tailored financial solutions to help our members grow their financial wellbeing. You&rsquo;ll support a range of member banking needs&mdash;including account management, loans, and digital banking&mdash;in a collaborative, professional setting. Your efforts in community outreach will strengthen Arbor&rsquo;s presence and drive organizational growth. Where You&rsquo;re Headed Start your journey at Arbor as a Personal Banker and grow right where you are &ndash; Personal Banker II growth track promotions possible (with a pay increase). Personal Bankers often grow into Assistant Branch Managers and then onward to other leadership roles. The experience you&rsquo;ll gain also transfers well to roles in our lending or back-office teams. What You&rsquo;ll Do Build strong relationships with members to understand their financial needs and recommend appropriate products/services. Open and maintain various account types and assist members with transactions, loan applications, and account inquiries, debit card replacements, online banking, and direct deposit letters Engage in proactive outreach to strengthen Arbor&rsquo;s community presence and support organizational growth. Educate and support members in using digital banking tools and services. Resolve account issues and debit card disputes efficiently. Support branch operations through clerical tasks, balancing duties, and audit participation. Is This You? High School Diploma or equivalent 1 &ndash; 2 years&rsquo; experience in banking/financial services Strong communication/interpersonal, attention to detail, organizational, and problem-solving skills Proficiency with Microsoft 365 and basic computer operation Professionalism in conduct, communication, and appearance Ability to work collaboratively in a fast-paced environment with frequently changing priorities based on member needs Ability to be bonded Preferred But Not Required: Proficiency with Fiserv DNA; Associate or Bachelor&rsquo;s degree (business, finance, or related); Experience with lending; Financial products/services knowledge Hours: Hours: Flexible schedule 24-28 hours per week, with one Saturday off each month Why Join Arbor? For over 90 years, Arbor Financial Credit Union has helped members and employees thrive. We&rsquo;ve built a workplace grounded in our core values: Work Together, Do the Right Thing, Be Creative, and Have Fun. Here, you&rsquo;ll enjoy meaningful work, growth opportunities, caring teams, and great benefits. Visit our website to discover what makes us exceptional and apply in minutes: www.arborfcu.org/careers.

Personal Banker

Personal Banker Benefit Highlights Paid vacation, personal, sick, holiday, volunteer &amp; birthday time off 401(k) with 6% match and 4% profit-sharing contribution Loan and mortgage discounts + higher rates for savings products Employee Assistance Program to prioritize your wellbeing Schedules that work around student classes Incentive bonus based on performance of the organization Starting Wage: $19.00/ hour, based on experience Location: Wyoming, MI About The Role As a part-time Personal Banker, you&rsquo;ll serve as a trusted advisor, delivering friendly, expert service and tailored financial solutions to help our members grow their financial wellbeing. You&rsquo;ll support a range of member banking needs&mdash;including account management, loans, and digital banking&mdash;in a collaborative, professional setting. Your efforts in community outreach will strengthen Arbor&rsquo;s presence and drive organizational growth. Where You&rsquo;re Headed Start your journey at Arbor as a Personal Banker and grow right where you are &ndash; Personal Banker II growth track promotions possible (with a pay increase). Personal Bankers often grow into Assistant Branch Managers and then onward to other leadership roles. The experience you&rsquo;ll gain also transfers well to roles in our lending or back-office teams. What You&rsquo;ll Do Build strong relationships with members to understand their financial needs and recommend appropriate products/services. Open and maintain various account types and assist members with transactions, loan applications, and account inquiries, debit card replacements, online banking, and direct deposit letters Engage in proactive outreach to strengthen Arbor&rsquo;s community presence and support organizational growth. Educate and support members in using digital banking tools and services. Resolve account issues and debit card disputes efficiently. Support branch operations through clerical tasks, balancing duties, and audit participation. Is This You? High School Diploma or equivalent 1 &ndash; 2 years&rsquo; experience in banking/financial services Strong communication/interpersonal, attention to detail, organizational, and problem-solving skills Proficiency with Microsoft 365 and basic computer operation Professionalism in conduct, communication, and appearance Ability to work collaboratively in a fast-paced environment with frequently changing priorities based on member needs Ability to be bonded Preferred But Not Required: Proficiency with Fiserv DNA; Associate or Bachelor&rsquo;s degree (business, finance, or related); Experience with lending; Financial products/services knowledge Hours: Hours: Flexible schedule 24-28 hours per week, with one Saturday off each month Why Join Arbor? For over 90 years, Arbor Financial Credit Union has helped members and employees thrive. We&rsquo;ve built a workplace grounded in our core values: Work Together, Do the Right Thing, Be Creative, and Have Fun. Here, you&rsquo;ll enjoy meaningful work, growth opportunities, caring teams, and great benefits. Visit our website to discover what makes us exceptional and apply in minutes: www.arborfcu.org/careers.

KeyBank

Location: 
8031 Summerfield - Lambertville, Michigan 48144
 
Job Summary
 Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
 
Essential Functions
 Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
 Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
 Consistently attains individual activity, behavior, and outcome goals and expectations.
 Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
 Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
 Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
 Support of branch operations including assisting with client transactions on the Teller line as needed.
 Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
 Work on Saturdays as directed by management.
 Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
 Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
 
Education
 High School Diploma , GED or equivalent business experience (required) or
 Bachelor's Degree (preferred)
 
Work Experience
 Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
 Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
 Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
 Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
 Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
 Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
 Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
 
Licenses and Certifications
 Notary License (preferred)
 
Skills
 Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
 Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
 Strong work ethic and high level of integrity.
 Excellent time management skills.
 Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
 Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
 Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.
 Understanding and managing risks associated with banking operations and client transactions.
 Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
 Accurate and efficient handling of cash transactions.
 
Core Competencies
 All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
 
Physical Demands
 Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
 
Driving Requirements
 Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
 
Work Location Category
 
Branch
 
COMPENSATION AND BENEFITS
 This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
 Please click here for a list of benefits for which this position is eligible.
 
Job Posting Expiration Date: 07/03/2026
 
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Location: 
4431 NE 4th Street - Renton, Washington 98059
 
Job Summary
 Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
 
Essential FunctionsEmbodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
 Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
 Consistently attains individual activity, behavior, and outcome goals and expectations.
 Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
 Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
 Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
 Support of branch operations including assisting with client transactions on the Teller line as needed.
 Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
 Work on Saturdays as directed by management.
 Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
 Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
 
EducationHigh School Diploma , GED or equivalent business experience (required) or
 Bachelor's Degree (preferred)
 
Work Experience1+ years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
 Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
 Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
 Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
 Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
 Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
 Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
 
Licenses and CertificationsNotary License (preferred)
 
SkillsIs knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
 Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
 Strong work ethic and high level of integrity.
 Excellent time management skills.
 Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
 Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
 Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.
 Understanding and managing risks associated with banking operations and client transactions.
 Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
 Accurate and efficient handling of cash transactions.
 
Core CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
 
Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
 
Driving RequirementsAbility to routinely and frequently operate a motor vehicle with a valid driver's license.
 
Work Location Category
 Branch
 
COMPENSATION AND BENEFITS
 This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
 Please click here for a list of benefits for which this position is eligible.
 
Job Posting Expiration Date: 06/26/2026
 
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Location: 
1021 Boston Post Road - Guilford, Connecticut 06437
 
<ul>
<li>This is a hire ahead position and will require ability to work at any area branch*</li>
</ul>
Job Summary
 Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
 
Essential Functions
 Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
 Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
 Consistently attains individual activity, behavior, and outcome goals and expectations.
 Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
 Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
 Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
 Support of branch operations including assisting with client transactions on the Teller line as needed.
 Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
 Work on Saturdays as directed by management.
 Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
 Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
 
Education
 High School Diploma , GED or equivalent business experience (required) or
 Bachelor's Degree (preferred)
 
Work Experience
 1+ years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
 Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
 Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
 Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
 Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
 Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
 Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
 
Licenses and Certifications
 Notary License (preferred)
 
Skills
 Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
 Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
 Strong work ethic and high level of integrity.
 Excellent time management skills.
 Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
 Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
 Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.
 Understanding and managing risks associated with banking operations and client transactions.
 Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
 Accurate and efficient handling of cash transactions.
 
Core Competencies
 All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
 
Physical Demands
 Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
 
Driving Requirements
 Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
 
Work Location Category
 
Branch
 
COMPENSATION AND BENEFITS
 This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
 Please click here for a list of benefits for which this position is eligible.
 
Job Posting Expiration Date: 06/30/2026
 
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Location: 
322 Main Street - West Haven, Connecticut 06516
 
Job Summary
 Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
 
Essential FunctionsEmbodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
 Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
 Consistently attains individual activity, behavior, and outcome goals and expectations.
 Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
 Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
 Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
 Support of branch operations including assisting with client transactions on the Teller line as needed.
 Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
 Work on Saturdays as directed by management.
 Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
 Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
 
EducationHigh School Diploma , GED or equivalent business experience (required) or
 Bachelor's Degree (preferred)
 
Work Experience1+ years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
 Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
 Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
 Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
 Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
 Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
 Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
 
Licenses and CertificationsNotary License (preferred)
 
SkillsIs knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
 Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
 Strong work ethic and high level of integrity.
 Excellent time management skills.
 Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
 Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
 Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.
 Understanding and managing risks associated with banking operations and client transactions.
 Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
 Accurate and efficient handling of cash transactions.
 
Core CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
 
Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
 
Driving RequirementsAbility to routinely and frequently operate a motor vehicle with a valid driver's license.
 
Work Location Category
 Branch
 
COMPENSATION AND BENEFITS
 This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
 Please click here for a list of benefits for which this position is eligible.
 
Job Posting Expiration Date: 06/30/2026
 
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